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Get Institutions for : 
Ft Cboe Vest Us Small Cp Moderate Buffer Etf - May (SMAY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 28    3
Total shares held : 
 746,174  
% of shares held : 
 8.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 -383,861  
% of shares held change : 
   -4.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 107,419
 14.4%
 
Increased Positions :
5
 12,770
 1.71%
 
Unchanged Positions :
6
 19,381
 2.6%
 
Decreased Positions :
10
-349,702
-46.87%
 
Closed Positions :
4
-154,348
-20.69%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Advisor Group Holdings Inc. 1040 - 2024-03-31 215,256 $4,936,000 -23,398
   Cetera Investment Advisers 688 - 2024-03-31 74,924 $1,718,000 -24,367
   COMMONWEALTH EQUITY SERVICES LLC. 2212 - 2024-03-31 44,234 $1,015,000 -44,432
   Insight Advisors LLC/ PA 91 - 2024-03-31 41,594 $954,000 -11,567
   LPL FINANCIAL CORP 3232 - 2024-03-31 39,068 $896,000 -2,005
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2803 - 2024-03-31 35,797 $821,000 6,682
   JAFFETILCHIN INVESTMENT PARTNERS LLC 166 - 2024-03-31 32,480 $745,000 -3,178
   OLD MISSION CAPITAL LLC 509 *New 2024-03-31 26,864 $616,000 26,864
   CITADEL ADVISORS LLC 3870 - 2024-03-31 19,050 $437,000 0
   Atria Wealth Solutions Inc. 1421 - 2024-03-31 15,727 $361,000 0
   Goss Wealth Management LLC 1637 - 2024-03-31 12,847 $295,000 -493
   Kestra Advisory Services LLC 2020 - 2024-03-31 12,283 $282,000 1,598
   MULTIFINANCIAL SECURITIES CORP 2036 *New 2024-03-31 11,188 $257,000 11,188
   FINANCIAL NETWORK 2410 *New 2024-03-31 10,809 $248,000 10,809
   Ignite Planners LLC 243 *New 2024-03-31 10,770 $246,000 10,770
   ENVESTNET ASSET MANAGEMENT INC 3805 - 2024-03-31 10,695 $245,000 296
   FIRST HEARTLAND CONSULTANTS INC 384 - 2024-03-31 9,799 $225,000 -198
   BB&T CORP 2419 - 2024-03-31 9,471 $217,000 0
   ALTFEST L J & CO INC 298 - 2024-03-31 8,888 $204,000 -1,073
   NBC SECURITIES INC. 999 - 2024-03-31 3,435 $78,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 302 - 2024-03-31 3,121 $72,000 0
   HARBOUR INVESTMENTS INC. 1426 - 2023-12-31 2,451 $54,000 -25
   Steward Partners Investment Advisory LLC 2083 - 2024-03-31 2,250 $52,000 0
   DHJJ Financial Advisors Ltd. 267 - 2024-03-31 2,050 $47,000 665
   Capital Analysts Inc. 842 - 2024-03-31 759 $17,000 0
   PROEQUITIES INC. 1597 - 2024-03-31 589 $14,000 0
   PRINCIPAL SECURITIES INC. 2429 - 2024-03-31 339 $8,000 0
   CWM LLC 3636 - 2024-03-31 239 $5,000 0
   STEPHENS INC /AR/ 1270 *Closed 2024-03-31 0 $0 -10,034
   MARINER WEALTH ADVISORS, LLC 3212 *Closed 2024-03-31 0 $0 -12,600
   UBS Group AG 8185 - 2024-03-31 5 $0 -403
   ADVISORY SERVICES NETWORK, LLC 3329 *Closed 2024-03-31 0 $0 -24,316
  32 Records found
  1    
  Page 1 of 1
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